Welcome to Kennebec Wealth Management
Kennebec Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with the goal to help you accumulate, protect, and conserve your wealth by delivering an unprecedented level of personalized service and experience.
We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information on our firm, please feel free to email us or call us at (207) 660-4100. We look forward to hearing from you.
WE ARE HERE FOR YOU
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Five creative (and inexpensive) ideas for motivating your employees.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.